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HIA

HFM Investment Advisors Portfolio holdings

AUM $285M
1-Year Est. Return 18.43%
This Fund
S&P 500
This Quarter Est. Return
-0.39%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$206M
AUM Growth
–
Cap. Flow
+$352M
Cap. Flow %
170.87%
Top 10 Hldgs %
96.51%
Holding
1,189
New
1,188
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VT icon
Vanguard Total World Stock ETF
VT
+$143M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$94.3M
3
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$43.6M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$29.2M
5
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$17.5M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 0.87%
2 Healthcare 0.67%
3 Technology 0.65%
4 Energy 0.25%
5 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NNI icon
826
Nelnet
NNI
$4.53B
$111 ﹤0.01%
+1
New +$112
BANF icon
827
BancFirst
BANF
$3.77B
$110 ﹤0.01%
+1
New +$116
CPNG icon
828
Coupang
CPNG
$29.1B
$110 ﹤0.01%
+5
New +$116
HXL icon
829
Hexcel
HXL
$7.63B
$110 ﹤0.01%
+2
New +$125
WMS icon
830
Advanced Drainage Systems
WMS
$10.7B
$109 ﹤0.01%
+1
New +$117
BC icon
831
Brunswick
BC
$5.21B
$108 ﹤0.01%
+2
New +$125
FFIN icon
832
First Financial Bankshares
FFIN
$4.93B
$108 ﹤0.01%
+3
New +$110
CROX icon
833
Crocs
CROX
$6.63B
$107 ﹤0.01%
+1
New +$104
EEFT icon
834
Euronet Worldwide
EEFT
$2.65B
$107 ﹤0.01%
+1
New +$101
LW icon
835
Lamb Weston
LW
$7.12B
$107 ﹤0.01%
+2
New +$113
VLY icon
836
Valley National Bancorp
VLY
$8.1B
$107 ﹤0.01%
+12
New +$113
APA icon
837
APA Corp
APA
$14.4B
$106 ﹤0.01%
+5
New +$110
MMSI icon
838
Merit Medical Systems
MMSI
$5.36B
$106 ﹤0.01%
+1
New +$103
AROC icon
839
Archrock
AROC
$5.81B
$105 ﹤0.01%
+4
New +$108
ITRI icon
840
Itron
ITRI
$4.49B
$105 ﹤0.01%
+1
New +$105
LSCC icon
841
Lattice Semiconductor
LSCC
$18.2B
$105 ﹤0.01%
+2
New +$119
VVV icon
842
Valvoline
VVV
$4.3B
$105 ﹤0.01%
+3
New +$109
BBIO icon
843
BridgeBio Pharma
BBIO
$16.6B
$104 ﹤0.01%
+3
New +$101
SMPL icon
844
Simply Good Foods
SMPL
$956M
$104 ﹤0.01%
+3
New +$109
SNX icon
845
TD Synnex
SNX
$20.3B
$104 ﹤0.01%
+1
New +$134
WSFS icon
846
WSFS Financial
WSFS
$4.12B
$104 ﹤0.01%
+2
New +$108
DXC icon
847
DXC Technology
DXC
$1.74B
$103 ﹤0.01%
+6
New +$117
LAUR icon
848
Laureate Education
LAUR
$5.13B
$103 ﹤0.01%
+5
New +$97
MTDR icon
849
Matador Resources
MTDR
$6.46B
$103 ﹤0.01%
+2
New +$111
BF.B icon
850
Brown-Forman Class B
BF.B
$12.9B
$102 ﹤0.01%
+3
New +$101
32 33
34
35 36

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VPF
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ONPI
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HMP
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4WM
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A
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FFL
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MAG
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CCM
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HFM Investment Advisors's Q1 2025 Portfolio in Review

Q1 2025 is the first quarter with a 13F filing on record for HFM Investment Advisors, which disclosed 1,189 positions worth $206M. Its ten largest holdings account for 97% of the portfolio.

Its largest position is Vanguard Total World Stock ETF: 1,196,406 shares worth $1.24M.

By sector, the portfolio is most concentrated in Industrials at 0.87% of assets, followed by Healthcare and Technology.

  • HFM Investment Advisors's largest Q1 2025 buy was Vanguard Total World Stock ETF: 1,196,406 shares worth $1.24M.
  • HFM Investment Advisors's ten largest holdings make up 97% of its $206M portfolio in Q1 2025.
  • HFM Investment Advisors disclosed 1,189 positions in Q1 2025, its first 13F filing on record.

Based on HFM Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.